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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,089 | $110,240-86.3% | $96,544-84.4% | $139,487-89.2% |
| Participation rate | 57.1% | 78.1%-21.0pp | 76.0%-18.8pp | 80.3%-23.2pp |
| Annual return | 4.32% | 26.41%-22.1pp | 25.88%-21.6pp | 373.84%-369.5pp |
| Employer contribution / active EE | $1,638 | $3,622-54.8% | $2,966-44.8% | $4,755-65.5% |
| Participant deferral / active EE | $4,645 | $5,549-16.3% | $4,851-4.3% | $6,713-30.8% |
| Admin fee / account holder | $50,743 | $11,602+337.3% | $8,254+514.7% | $11,407+344.8% |